See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,454 | $133,958-61.6% | $112,228-54.2% | $134,475-61.7% |
| Participation rate | 35.0% | 78.6%-43.6pp | 75.1%-40.1pp | 81.2%-46.2pp |
| Annual return | -21.37% | 47.11%-68.5pp | 27.45%-48.8pp | 417.96%-439.3pp |
| Employer contribution / active EE | $767 | $4,038-81.0% | $3,635-78.9% | $4,740-83.8% |
| Participant deferral / active EE | $3,047 | $5,291-42.4% | $4,728-35.6% | $6,400-52.4% |
| Admin fee / account holder | $923 | $7,489-87.7% | $6,410-85.6% | $11,426-91.9% |